Cetera Investment Advisers

Institutional Investor Illinois, United States ·Founded 2010

Overview

Cetera Investment Advisers is a financial services firm offering investment advisory and wealth management solutions. The firm provides a range of services, including market and investment research, client-service platforms, trade execution, portfolio management, and back-office support. Cetera Investment Advisers serves over 8,000 independent financial professionals and 400 banks and credit unions, representing 1.8 million investors, with approximately $322 billion in assets under administration and $115 billion in assets under management as of December 31, 2022.

Investment Focus

  • Accredited investors only
  • Compliance with applicable securities regulations

Portfolio Companies

AppleMicrosoftAmazonAlphabetFacebookJohnson & JohnsonExxonMobilProcter & GambleVisaPfizerTeslaBerkshire HathawayWalmartChevronCoca-ColaIntelPepsiCoHome DepotIBMMcDonald's

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Frequently asked questions about Cetera Investment Advisers

What sectors does Cetera Investment Advisers invest in?

Cetera Investment Advisers invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Illinois, United States. Cetera Investment Advisers is listed as a institutional investor in the ConnectSafely investor database.

What stage does Cetera Investment Advisers invest at?

Cetera Investment Advisers backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 50M.

Which regions does Cetera Investment Advisers invest in?

Cetera Investment Advisers invests across United States.

What companies has Cetera Investment Advisers invested in?

Cetera Investment Advisers's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.

Last updated · Source: ConnectSafely investor database